It is with much excitement that I began my term as president of NAEPC on
December 1, 2015, following the excellent leadership of Jordon N. Rosen. During
Jordon's administration, the membership passed a bylaw change creating a
position on the NAEPC Board for a philanthropic professional; we have designed
significant enhancements to our annual Advanced Estate Planning Strategies
Conferences; and have done much to provide tools to implement high-performance
inter-disciplinary collaborative teams among our estate planning professions.
This year we will build upon last year's progress and provide more resources for
estate planners and local councils.

Also in support of our core value, NAEPC administers the
Accredited Estate Planner® designation
to engaged and qualified professionals who meet stringent requirements. I truly
believe that the AEP® designation says to colleagues and clients, "I believe
in the team concept of estate planning" and helps one set themselves apart from
others in their profession. Won't you consider starting the AEP® application
process during 2016? We're almost to 2,000 designees—join the movement and
become designated today!

The benefit that we provide to our member councils, and to their members, is
a rather consistent topic of discussion among the board of directors. Are you
maximizing usage of the benefits available to you as a member of an affiliated
council? I suspect the answer is no! Take some time to refresh yourself on the
various opportunities, many of which are detailed within this newsletter. Take a
look at the entire list of "Value
Partners" (member benefit providers), attend a
webinar or the
annual conference, or visit the
NAEPC Journal of Estate & Tax Planning
today...you'll be glad you did!

I encourage you to contact me throughout the year with your feedback...it is
only with input from you—our members—that we can continue to grow as an
organization.

Who
Are We?
by Natalie B. Choate, Esq., AEP® (Distinguished)

Not all is rosy when the multiple estate planning disciplines interact. In
my role as a writer and speaker on estate planning for IRAs, I hear the
complaints and sometimes have to act as referee. We should all work together,
yes....but DO we? Here are some stories I hear again and again. I hope you will
not recognize yourself!Read more >

All members of affiliated local councils have access to a growing and diverse
offering of benefits provided by the council's affiliation with NAEPC. As you
browse, please remember that some benefits are password protected. For these
special benefits members must utilize a user name/password to access detailed
ordering links and information. If you are an At-large member or member of a
council that utilizes passwords on a website hosted by NAEPC, you can use the "I
forgot my password" option. Others should contact NAEPC with questions about the
appropriate user name/password combination.

New
Benefits

Webinar: Do You Understand the New Basis Consistency Regulations and How
to Properly Complete New IRS Form 8971?(offered by The Ultimate Estate
Planner)

Well, you better! (And you better do so quickly, because there's an important
deadline coming up!) New IRS Form 8971 is going to be required for any estate
required to file a Form 706 after July 2015. The first sets are due March 31,
2016 (UPDATED per IRS
Notice 2016-19).

While Form 8971 itself seems manageable, the Schedule A is going to be a
nightmare! Each asset must be reported separately for each beneficiary. Further,
there will be special rules for IRD and for assets passing to charity or a
spouse. These filings cannot be extended and penalties exist for not filing in a
timely manner! This is why we have enlisted the help of nationally renowned CPA,
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA to navigate estate
planners through this new form. Please join The Ultimate Estate Planner for a
very special and timely presentation entitled, "Understanding the New Basis
Consistency Regulations and How to Properly Complete Form 8971". During this
90-minute presentation, Bob will cover:

The new basis consistency regulations

Traps & Tricks of New IRS Form 8971

How to properly complete Schedule A

Special IRD rules

Assets passing to charity and spouse

And much, much more details necessary for properly completing Form 8971

Everything
But The House (EBTH) is an estate sale marketplace with a large network of
bidders that helps sellers maximize the value of their belongings. EBTH's full
service model—organizing, photography, cataloging, and logistics—makes the
estate sale, downsizing or liquidating process easy. It is also incredibly
worthwhile in that proceeds are typically 3-5 times higher than a traditional
estate sale. EBTH combines high-touch customer service with the reach of an
e-commerce site, while helping families and attorneys across the United States
deal with the difficulties of estate settlement.

NAEPC members that refer their clients to our special
NAEPC URL, will ensure that their clients receive a $100 rebate in the form of
an EBTH gift card at the conclusion of a successful qualified estate sale
through EBTH ($10,000.00 in value and above). This offer also applies to NAEPC
members who require help downsizing or liquidating their possessions during any
transitional phase in their lives.

Please visit www.ebth.us/naepc to
complete our consultation request form, and one of our wonderful representatives
will contact the person whose information was provided.

Everplans is
a life and legacy platform that helps you and your clients gather all of the
important information, documents and wishes that they might need in case
something happens to them. This includes wills, life insurance policies, and
health care directives, in addition to online accounts, letters to friends and
family, and much more.

With Everplans Professional, you can expand your role with clients, and create
additional opportunities for your business.

Yourefolio Inc.Plan Prepare
Peace of Mind

Yourefolio
is an advisor driven software focusing on estate and legacy planning. Your folio
was designed to organize a client's estate and legacy planning to a complete
level while creating a platform that provides them with instant access to their
life's most important documents, information and instructions.

The software will assist you in providing a platform for your client's most
important documents and information. As important as it is to provide that
system for your clients, the system is available to share with those
beneficiaries, family members, trustees and collaborating professionals. Access
to that information is extremely important because the moment those documents,
information and instructions may be needed the client may be incapacitated.

Yourefolio understands
the challenges that advisors incur in their business. The software platform was
created by the same professionals. Wealth transfer and connection to the
beneficiaries is equally important. Yourfolio
is a tool that fosters the creation of those relationships and assists in
maintaining them.

Have the important conversation with your clients. Would their loved ones know
where their important documents, instructions and information are if something
were to happen to them? Let your clients know that you invest in software to
ease their burden and will provide them with peace of mind. Advise your clients
that you take advantage of a state of the art technology to assist them if any
of life's unfortunate circumstance should come their way.

NAEPC members are entitled to a $200 discount on the yearly subscription of
$995, which provides for unlimited storage and unlimited client usage. The fee
will also be guaranteed for life, including all updates and additions, as long
as the subscription is maintained continuously.

The Merrill Anderson Company

The
Merrill Anderson Company has been creating compelling, inexpensive financial and
estate planning communications for 80+ years.

NAEPC members are eligible to receive an exclusive and substantial discount for
the Estate
Planning Update email campaign,
a bi-monthly e-newsletter with insights about what's happening in the
estate-planning field (largely talking about recent legislation). Copy can be
provided to drop into an existing template, or the firm can handle the template
creation in your brand architecture and take care of the emailing process!

Merrill Anderson will provide a significant discount, 66%, to NAEPC members on
the content license, and a 50% discount on the template setup fee if the user
would like the company to handle email distribution.

Contact Sirvydas Vebra at svebra@merrillanderson.com or
203-377 4996 ext.103 and mention you're an NAEPC member to receive samples of
the latest issue and more information.

Reputation & Character
Three professional references of differing disciplines

Ethics
Declaration to continuously abide by the NAEPC Code of Ethics

Education
Completion of two graduate courses from The American College or similar
graduate courses through an accredited university, college, or school of law
as part of a masters' or doctoral degree program (fifteen+ years of
experience in estate planning may exempt one from this requirement)

Experience
Minimum five years actively engaged in estate planning

Continuing Education Minimum thirty hours of continuing education with fifteen in estate
planning every two years

Networking with estate planners from around the country in a collegiate
environment

The program includes one day for leaders of estate planning councils (Council
Leadership Day, Wednesday, November 16th) and two full days of continuing
education for every estate planning professional and discipline (Thursday,
November 17th & Friday, November 18th).

Life Insurance as an Asset
Class (LIAC) contextualizes life insurance within the principles of financial
planning. Starting with risk tolerance to direct the client's attention to
selecting appropriate policy styles, LIAC then positions those policies into the
fixed-return portion of a client's portfolio of diversified assets. This is an
intermediate program.

Richard M. Weber, MBA, CLU®, AEP® (Distinguished) is an NAEPC Estate Planning
Hall of Fame® entrant and former national president of the Society of Financial
Service Professionals. A 48-year veteran of the insurance industry, he has been
an agent, insurance carrier executive, and for the last 20 years a fee-only
insurance consultant working with businesses and ultra-high net worth
individuals and families.

Continuing education credit is available at each
webinar for Accredited Estate Planner® designees. In addition, a general
certificate of completion will be made available for those professionals
who feel the program satisfies their continuing education requirements
and are able to self-file. It is the responsibility of the attendee to
determine whether their state, discipline, or designation will allow one
to self file for a distance-learning program.

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